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SPRING WEBINAR SERIES 2015

Understanding OneNote Integration

Introducing your presenters

Gretchen OpferkewDirector of Education

@crmgretchengretchen@powerobjects.com

Tad ThompsonTechnical Advancement Developer

@TadMTTad.Thompson@powerobjects.com

Plan your 2015 summer learning

30-minute Webinars

Session 1: What’s New Spring 2015 Update 1? 05/06/2015 1:00 PM CST

Session 2: Understanding Navigation and Themes 05/13/2015 1:00 PM CST

Session 3: Understanding Excel Integration Changes 05/20/2015 1:00 PM CST

Session 4: Understanding OneNote Integration 05/27/2015 1:00 PM CST

Session 5: What’s New in Microsoft Dynamics Marketing? 06/03/2015 1:00 PM CST

Session 6: Updates for Administrators and Customizers 06/10/2015 1:00 PM CST

Session 7: What’s new in Microsoft Social Engagement? 06/17/2015 1:00 PM CST

Session 8: What’s New in Microsoft Parature? 06/24/2015 1:00 PM CST

This webinar series is recorded and will be available to watch on-demand at PowerObjects.com

Plan your 2015 summer learning

Live, Instructor-Led Training

User Adoption Workshop & Training Effectively 06/09-06/11 Minneapolis, MN

Becoming a Business Intelligence Wizard 06/15-06/16 Minneapolis, MN

Advanced Processes 06/17-06/18 Minneapolis, MN

CRM Boot Camp 06/22-06/26 Toronto, ON

CRM Boot Camp 07/13-07/18 Minneapolis, MN

CRM Fast Track 07/27-07/28 Minneapolis, MN

CRM Developer Fast Track 07/29-07/31 Minneapolis, MN

CRM Boot Camp 08/03-08/07 Dallas, TX

Becoming a Business Intelligence Wizard 08/10-08/11 Minneapolis, MN

Advanced Processes 08/12-08/13 Minneapolis, MN

CRM Boot Camp 08/24-08-29 Toronto, ON

How will this change your business?

How do you get it?

Subscribe Update Integrate

Notes in CRM vs. OneNote IntegrationRank Capabilities Notes in CRM OneNote

0 Store plain text ✓ ✓

0 Attach Files ✓ ✓

0 Take photos × ✓

0 Record voice notes × ✓

0 Manage to-dos × ✓

0 Preserve HTML and hyperlinks × ✓

1 Handwrite notes and draw × ✓

1 Collaborate in real-time × ✓

1 Embed images, screen clipping × ✓

2 Embed Excel* Documents × ✓

2 Enhance whiteboard pictures × ✓ (Office Lens)

2 Convert business cards × ✓ (Office Lens)

3 Push external feeds to OneNote × ✓ (IFTTT, Feedly, etc.)

3 Push emails as notes × ✓

Notes in CRM vs. OneNote IntegrationTopic Notes in CRM OneNote Integration (Carina)

Storage In CRM database In SharePoint

Security (in CRM) CRM Security Model CRM Security Model

Security (Outside of CRM) N/A SharePoint Integration Security Model (org-wise)

Entry Point In CRM From CRM or OneNote app

Quick Create In CRM From CRM or in OneNote app

Preview In CRM Section Preview

Search By Title in CRM By full content in OneNote

Version History No Yes, on every page

QUESTIONS

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